GVLU Institutional Ownership
Gotham 1000 Value ETF
1W: -0.9%
1M: -6.7%
3M: +0.8%
YTD: +9.3%
1Y: +12.5%
3Y: +51.0%
$27.13
+0.07 (+0.25%)
Weekly Expected Move ±1.4%
$26
$27
$27
$28
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GVLU
17
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
150M
Total Invested
0
New Positions
9
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gotham Asset Management, LLC | 4,576,950 | $124M | +400,000 | +9.6% | 16Q | SEC ↗ |
| 2 | Chemistry Wealth Management LLC | 317,776 | $9M | +17,136 | +5.7% | 15Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 237,252 | $6M | — | +0.0% | 3Q | SEC ↗ |
| 4 | Carnegie Investment Counsel | 165,364 | $4M | +11,217 | +7.3% | 7Q | SEC ↗ |
| 5 | UBS Group AG | 129,951 | $4M | -13,195 | -9.2% | 14Q | SEC ↗ |
| 6 | LPL Financial LLC | 64,124 | $2M | -6,850 | -9.7% | 5Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 40,000 | $1M | — | +0.0% | 15Q | SEC ↗ |
| 8 | Fiduciary Alliance LLC | 35,040 | $951K | +1,387 | +4.1% | 12Q | SEC ↗ |
| 9 | Centric Wealth Management | 34,188 | $928K | — | +0.0% | 11Q | SEC ↗ |
| 10 | BENJAMIN EDWARDS INC | 30,361 | $824K | -100 | -0.3% | 8Q | SEC ↗ |
| 11 | ZEGA Investments, LLC | 25,156 | $682K | +350 | +1.4% | 2Q | SEC ↗ |
| 12 | Maridea Wealth Management LLC | 17,739 | $481K | +6,200 | +53.7% | 4Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 9,072 | $246K | +2,696 | +42.3% | 5Q | SEC ↗ |
| 14 | Sankala Group LLC | 6,754 | $183K | +92 | +1.4% | 3Q | SEC ↗ |
| 15 | Hara Capital LLC | 6,310 | $171K | -3,700 | -37.0% | 4Q | SEC ↗ |
| 16 | MORGAN STANLEY | 263 | $7K | +1 | +0.4% | 10Q | SEC ↗ |
| 17 | GTS SECURITIES LLC | 0 | $0K | -28,700 | -100.0% | 1Q | SEC ↗ |
| 18 | Tidal Investments LLC | 0 | $0K | -37,604 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Tidal Investments LLC | 37,604 | $1M |
| GTS SECURITIES LLC | 28,700 | $779K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Gotham Asset Management, LLC | +400,000 | +9.6% | 4,576,950 |
| Chemistry Wealth Management LLC | +17,136 | +5.7% | 317,776 |
| Carnegie Investment Counsel | +11,217 | +7.3% | 165,364 |
| Maridea Wealth Management LLC | +6,200 | +53.7% | 17,739 |
| OSAIC HOLDINGS, INC. | +2,696 | +42.3% | 9,072 |
| Fiduciary Alliance LLC | +1,387 | +4.1% | 35,040 |
| ZEGA Investments, LLC | +350 | +1.4% | 25,156 |
| Sankala Group LLC | +92 | +1.4% | 6,754 |
| MORGAN STANLEY | +1 | +0.4% | 263 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -13,195 | -9.2% | 129,951 |
| LPL Financial LLC | -6,850 | -9.7% | 64,124 |
| Hara Capital LLC | -3,700 | -37.0% | 6,310 |
| BENJAMIN EDWARDS INC | -100 | -0.3% | 30,361 |